MIH

Madison Investment Holdings Portfolio holdings

AUM $6.16B
1-Year Est. Return 11.7%
This Quarter Est. Return
1 Year Est. Return
+11.7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.41B
AUM Growth
+$38.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
264
New
Increased
Reduced
Closed

Top Buys

1
+$36.8M
2
+$34.3M
3
+$33.7M
4
WAB icon
Wabtec
WAB
+$29.8M
5
LOW icon
Lowe's Companies
LOW
+$24M

Top Sells

1
+$54.8M
2
+$28.6M
3
+$27.6M
4
VUG icon
Vanguard Growth ETF
VUG
+$20.3M
5
BAX icon
Baxter International
BAX
+$17.6M

Sector Composition

1 Financials 15.1%
2 Healthcare 9.09%
3 Technology 8.99%
4 Industrials 8.08%
5 Communication Services 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$7.74M 0.14%
140,956
-13,618
152
$7.48M 0.14%
322,900
-16,900
153
$7.33M 0.14%
292,800
+33,982
154
$7.26M 0.13%
215,230
-11,781
155
$7.03M 0.13%
55,038
+18,363
156
$7.01M 0.13%
127,514
-158,206
157
$7M 0.13%
109,922
-162
158
$6.09M 0.11%
101,800
159
$5.82M 0.11%
23,926
-36
160
$5.74M 0.11%
30,161
+5,069
161
$5.37M 0.1%
16,908
+14
162
$5.34M 0.1%
94,781
+4,759
163
$5.31M 0.1%
210,657
-2,173,665
164
$5.3M 0.1%
+189,709
165
$5.26M 0.1%
30,154
+115
166
$5.16M 0.1%
110,915
+9,252
167
$5.14M 0.1%
232,900
168
$5.1M 0.09%
30,984
-2,717
169
$5.04M 0.09%
79,014
+8,076
170
$4.88M 0.09%
+73,032
171
$4.75M 0.09%
36,562
-302
172
$4.62M 0.09%
104,741
-1,797
173
$4.48M 0.08%
67,435
-67,700
174
$4.34M 0.08%
29,717
175
$4.23M 0.08%
127,000
-11,024
5 6
7
8 9